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Mutual Funds Relationship Manager

Company

Equitas Small Finance Ltd

Location

kaithal, kaithal

Posted

July 09, 2026

Position Overview

Relationship Manager - MF Home Key Result Areas Position : Relationship Officer - MFI S.NO. DESIRED RESULT WEIGHTAGE KEY PERFORMANCE INDICATOR 1 Ensure achievement of collections target set for allocated centres. 50% % of regular Collections (as per annexure 1) 2 Ensure achievement of new members through AOC 20% % of Achievement (as per annexure 2) 3 Achieving the set targets for Cross Sell products 10% % of Cross Sell Penetration Achievement % RD & APY Collections (as per annexure 3) 4 Member Retention 10% % of Achievement (as per annexure 4) 5 Self Development 5% Annexure 5 6 Process Orientaition 5% Annexure 6 Annexure - 1 Performance Rating Repayment % to be achieved 5 (Excellent) 100% repayment achieved by end of every month during the review period 4 (Very Good) )% repayment achieved by end of every month during the review period 3 (Good) )% repayment achieved by end of every month during the review period 2 (Adequate) )% repayment achieved by end of every month during the re...

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